Services / Wealth Management
Guidance for a smarter financial path.
At Wilkins Miller Wealth Management, our specialists provide comprehensive wealth management services and work to help clients thoroughly examine their financial lives. Our process organizes the key wealth management issues one may face, and helps direct us to craft the solutions needed.
For more details on our wealth management services, visit www.wmwealthmgt.com.
Service Leaders
GREG A. BOWEN, CFA, CFP®
WEALTH MANAGEMENT MANAGING DIRECTOR
DARIEL MURRAY
WEALTH MANAGEMENT ASSOCIATE
FRANK SMITH, CPA
ADVISOR
Greg Bowen joined in 2008 after serving as a Vice President of the US Wealth Management division of UBS. Greg earned his Bachelor of Science in Chemical Engineering from the University of Alabama and Master's of Business Administration from Clemson University.
He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™. His primary areas of focus are investment management, retirement income planning and business retirement plans.
Greg is an active member of the CFA Institute, the Financial Planning Association and the Estate Planning Council of Mobile, Inc. He also serves as an adjunct instructor of finance at the University of South Alabama.
In his spare time, Greg enjoys coaching youth sports, fishing, boating, and travel. He and his family attend St. Paul’s Episcopal Church.
GREG A. BOWEN, CFA, CFP®
WEALTH MANAGEMENT MANAGING DIRECTOR
Greg Bowen joined in 2008 after serving as a Vice President of the US Wealth Management division of UBS. Greg earned his Bachelor of Science in Chemical Engineering from the University of Alabama and Master's of Business Administration from Clemson University.
He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™. His primary areas of focus are investment management, retirement income planning and business retirement plans.
Greg is an active member of the CFA Institute, the Financial Planning Association and the Estate Planning Council of Mobile, Inc. He also serves as an adjunct instructor of finance at the University of South Alabama.
In his spare time, Greg enjoys coaching youth sports, fishing, boating, and travel. He and his family attend St. Paul’s Episcopal Church.
Dariel Murray joined Wilkins Miller Wealth Management in 2008 as an Associate after working for a national financial firm. She earned her Bachelor of Arts in public relations and a Master's of Business Administration from the University of South Alabama. Dariel is also a graduate of Southern Trust School.
She currently serves on the Advisory Board of St. Mary Catholic School. She has been involved with the Capital Campaign St. Mary’s Church and was a former Treasurer of the Young Republicans of Mobile County.
In her spare time, Dariel enjoys time with her family and participating in the many sporting events her children are involved.
DARIEL MURRAY
WEALTH MANAGEMENT ASSOCIATE
Dariel Murray joined Wilkins Miller Wealth Management in 2008 as an Associate after working for a national financial firm. She earned her Bachelor of Arts in public relations and a Master's of Business Administration from the University of South Alabama. Dariel is also a graduate of Southern Trust School.
She currently serves on the Advisory Board of St. Mary Catholic School. She has been involved with the Capital Campaign St. Mary’s Church and was a former Treasurer of the Young Republicans of Mobile County.
In her spare time, Dariel enjoys time with her family and participating in the many sporting events her children are involved.
Frank Smith joined the Wilkins Miller team as a staff accountant in 2012, and has focused on both audit and tax preparation. Smith graduated from the University of Alabama with a Bachelor of Science in Commerce and Business Administration with a concentration in finance. In 2018, he transitioned to the role of Advisor for Wilkins Miller Wealth Management and primarily focuses on business retirement plans and retirement income planning.
He is a member of the Association of International CPA’s, AICPA Personal Financial Planning Section, Alabama Society of Certified Public Accountants, and serves on the Mobile Bay National Estuary Program Business Resources Committee.
Frank enjoys spending time with family and friends, fishing, hunting, grilling and playing tennis.
FRANK SMITH, CPA
ADVISOR
Frank Smith joined the Wilkins Miller team as a staff accountant in 2012, and has focused on both audit and tax preparation. Smith graduated from the University of Alabama with a Bachelor of Science in Commerce and Business Administration with a concentration in finance. In 2018, he transitioned to the role of Advisor for Wilkins Miller Wealth Management and primarily focuses on business retirement plans and retirement income planning.
He is a member of the Association of International CPA’s, AICPA Personal Financial Planning Section, Alabama Society of Certified Public Accountants, and serves on the Mobile Bay National Estuary Program Business Resources Committee.
Frank enjoys spending time with family and friends, fishing, hunting, grilling and playing tennis.
© 2023 Wilkins Miller LLC. All rights reserved.
© 2023 Wilkins Miller LLC. All rights reserved.